EWP
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Elevation Wealth Partners’s Omega Healthcare OHI Stock Holding History

Elevation Wealth Partners’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.9K Buy
1,530
+606
+66% +$29K 0.02% 276
2026
Q2 		$44.1K Buy
924
+800
+645% +$37.1K 0.01% 335
2026
Q1 		$5.43K Sell
124
-50
-29% -$2.28K ﹤0.01% 687
2025
Q4 		$7.72K Buy
174
+113
+185% +$4.87K ﹤0.01% 534
2025
Q3 		$2.58K Buy
+61
New +$2.46K ﹤0.01% 601

Other funds holding OHI

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Elevation Wealth Partners's OHI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Omega Healthcare (OHI) stake by 66% in Q3 2026, buying an estimated $29K and bringing the position to 1,530 shares worth $70.9K. The position accounts for 0.02% of the portfolio, ranked #276.

Elevation Wealth Partners first reported a position in OHI in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • Elevation Wealth Partners held 1,530 shares of Omega Healthcare worth $70.9K as of Q3 2026.
  • Elevation Wealth Partners bought 606 Omega Healthcare shares in Q3 2026, an estimated $29K.
  • Omega Healthcare made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #276 holding.
  • Elevation Wealth Partners first reported a position in Omega Healthcare in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.